Alaska Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.3M | Buy |
1,203,288
+27,508
| +2% | +$1.91M | 9.76% | 3 |
|
|
2025
Q4 | $77.6M | Buy |
1,175,780
+27,759
| +2% | +$1.82M | 9.88% | 3 |
|
|
2025
Q3 | $74.9M | Sell |
1,148,021
-27,212
| -2% | -$1.75M | 9.8% | 3 |
|
|
2025
Q2 | $72.9M | Buy |
1,175,233
+127,181
| +12% | +$7.47M | 10.44% | 2 |
|
|
2025
Q1 | $61.2M | Buy |
1,048,052
+82,721
| +9% | +$5.14M | 9.58% | 3 |
|
|
2024
Q4 | $60.1M | Buy |
965,331
+58,185
| +6% | +$3.73M | 9.35% | 3 |
|
|
2024
Q3 | $56.5M | Sell |
907,146
-24,427
| -3% | -$1.47M | 8.48% | 3 |
|
|
2024
Q2 | $54.5M | Sell |
931,573
-38,929
| -4% | -$2.29M | 8.46% | 3 |
|
|
2024
Q1 | $58.9M | Buy |
970,502
+89,662
| +10% | +$5.08M | 8.91% | 3 |
|
|
2023
Q4 | $48.8M | Sell |
880,840
-162,210
| -16% | -$8.23M | 8.13% | 3 |
|
|
2023
Q3 | $52M | Buy |
1,043,050
+22,730
| +2% | +$1.19M | 8.29% | 3 |
|
|
2023
Q2 | $53.4M | Sell |
1,020,320
-16,415
| -2% | -$816K | 8.41% | 4 |
|
|
2023
Q1 | $51.9M | Sell |
1,036,735
-17,100
| -2% | -$871K | 8.68% | 4 |
|
|
2022
Q4 | $51M | Buy |
1,053,835
+11,550
| +1% | +$558K | 9.15% | 3 |
|
|
2022
Q3 | $45.7M | Sell |
1,042,285
-11,075
| -1% | -$535K | 8.93% | 3 |
|
|
2022
Q2 | $47.7M | Buy |
1,053,360
+18,290
| +2% | +$903K | 9.53% | 3 |
|
|
2022
Q1 | $55.5M | Buy |
1,035,070
+30,370
| +3% | +$1.62M | 10.16% | 2 |
|
|
2021
Q4 | $56.9M | Buy |
1,004,700
+29,910
| +3% | +$1.66M | 10.09% | 2 |
|
|
2021
Q3 | $51.3M | Sell |
974,790
-840
| -0.1% | -$45.2K | 9.84% | 3 |
|
|
2021
Q2 | $52.4M | Sell |
975,630
-11,655
| -1% | -$629K | 10.23% | 2 |
|
|
2021
Q1 | $51.4M | Buy |
987,285
+10,395
| +1% | +$519K | 10.14% | 2 |
|
|
2020
Q4 | $44.9M | Buy |
976,890
+66,510
| +7% | +$2.8M | 9.16% | 3 |
|
|
2020
Q3 | $33.7M | Buy |
910,380
+52,340
| +6% | +$1.96M | 7.44% | 5 |
|
|
2020
Q2 | $30.5M | Buy |
858,040
+51,295
| +6% | +$1.7M | 7.2% | 5 |
|
|
2020
Q1 | $23.2M | Sell |
806,745
-516,545
| -39% | -$19.2M | 6.43% | 5 |
|
|
2019
Q4 | $54.5M | Sell |
1,323,290
-1,080,110
| -45% | -$42.8M | 8.7% | 3 |
|
|
2019
Q3 | $92.9M | Buy |
2,403,400
+110,105
| +5% | +$4.23M | 11.2% | 3 |
|
|
2019
Q2 | $86.9M | Hold |
2,293,295
| – | – | 9.3% | 3 |
|
|
2019
Q1 | $86.9M | Buy |
2,293,295
+1,662,890
| +264% | +$61.4M | 9.3% | 3 |
|
|
2018
Q4 | $20.9M | Buy |
630,405
+34,375
| +6% | +$1.25M | 6.5% | 5 |
|
|
2018
Q3 | $24M | Buy |
596,030
+32,535
| +6% | +$1.31M | 7.22% | 4 |
|
|
2018
Q2 | $22M | Buy |
563,495
+28,895
| +5% | +$1.12M | 7.02% | 5 |
|
|
2018
Q1 | $20.1M | Sell |
534,600
-48,215
| -8% | -$1.84M | 6.96% | 5 |
|
|
2017
Q4 | $22.1M | Buy |
+582,815
| New | +$21.6M | 7.98% | 4 |
|
Other funds holding IJH
